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Financial planning
Insurance Australia Group (IAG) has exited the financial planning arena, selling its Clearview business to MBF Australia for around $220 million plus an additional earn-o...
Financial planning
The number of complaint schemes operating in the industry is set to shrink. John Wilkinson reports from the inaugural Financial Industry Complaints Service (FICS) confere...
Life/Risk
By structuring the ownership of personal life insurance policies via superannuation, it may be possible to fund such premiums from pre-tax earnings, says Andrew Lowe....
Financial planning
How well do the Australian and New Zealand life insurance markets stack up against each other? Mike Taylor investigates....
Financial planning
The life insurance industry had gone off the rails. But, as Jason Spits writes, fortunes are slowly turning as it returns to its core competencies....
Financial planning
Despite market uncertainty rattling more than a few in the financial services food chain, the Aon group is not content to join the pack of sharemarket watchers, writes Ka...
Financial planning
As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...
Financial planning
AMP Henderson Global Investors head of retail distribution Krystyna Weston has signalled her intention to leave the group and set up her own business after moving into a ...
Financial planning
Q: Under financial services reform (FSR) I am afraid that I cannot afford some of my clients, or more correctly, they cannot afford me. I have heard conflicting comments ...
Financial planning
Money Management’s Top 100 Dealer Group Survey highlights the enormous impact a National Australia Bank takeover of AMP would have on the financial services industry. Mik...
Financial planning
The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...
Financial planning
Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
Australians are chronically underinsured – which should present great opportunities for advisers. Mike Taylor reports....
Financial planning
The Centrestone Wealth Advisory group has significantly bolstered its risk advice capabilities through the appointment of two specialist risk advisers and is actively see...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....